Operations Officer Iv - Mount Laurel, United States - TD Bank

TD Bank

Verified Company

Mount Laurel, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Work Location:
Mount Laurel, New Jersey

Hours:
40

Pay Details:
$ $33.25 USD

Line of Business:
Personal & Commercial Banking

Job Description:

Depth & Scope:

Works autonomously within established procedures and/or is responsible for activities involving multiple steps, systems, and jurisdictions
Requires advanced skills and expertise in a range of products and services, processes, procedures and systems in a set of focus areas, where transactions could be characterized by moderate risk
Gathers and analyzes data to identify and solve problems, escalated as appropriate
Uses judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines
Acts as a team lead, coordinating the work of others and providing coaching to maintain service, process and product standards
Generally interacts with internal customers / partners for functions performed and/or external customers
May provide process / policy guidance to others (e.g. within team, internal partners)
Focus of work spans from daily, weekly to monthly activities
Requires full proficiency in a range of technical processes and procedures through job related training and considerable on the job experience to perform a range of work assignments
Requires solid knowledge of the business unit / operational functions as well as regulatory issues/requirements for jurisdictions supported

Education & Experience:

High School diploma
Undergraduate degree/ college diploma preferred
2+ years relevant experience

Customer Accountabilities:

Acts as first point of escalation for resolving processing and operational questions and escalates when necessary
Provides sound advice and solutions utilizing established customer service framework
Ensures customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required
Positively contributes to the overall customer experience and foster good relationships with internal and external partners
Contributes to the ongoing improvement of the customer experience within the Business Area
Creates and/or recognizes exceptional customer service through established programs
Prepares and/or reviews documentation packages in accordance with guidelines and policies including sound to advanced understanding of pricing economics and TD TBSM cost of funds tools and rate lock procedures
Prepares documentation in accordance with state and local sales, use, and personal property tax regulations and respond to customer inquiries regarding same
Closes transactions within granted booking, funding and signing authority
Verifies and approves servicing system booking accuracy including sales and property tax billing setup and accelerated depreciation per IRS regulations and payments via wire and check

Shareholder Accountabilities:

Prioritizes and manages own workload to meet SLA requirements for service and productivity
Understands and applies operating policies and procedures
Follows internal and industry regulations and operating practices in completing and recording transactions for either the organization or clients
Escalates nonstandard or highrisk activities as necessary
Ensures documentation prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
Completes investigations reports / escalates risk issues or process gaps identified
Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
Ensures necessary due diligence to support the accuracy of all transactions / activities
Be knowledgeable of and comply with Bank Code of Conduct

Employee/Team Accountabilities:

Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
Supports the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and uptodate about the status / progress of projects and / or all relevant or useful information related to daytoday activities
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%